Vann Equity Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$794K Buy
8,296
+77
+0.9% +$7.25K 0.48% 58
2026
Q1
$793K Buy
+8,219
New +$760K 0.57% 48

Other funds holding SO

Vann Equity Management's SO Position: Q2 2026 in Review

Vann Equity Management increased its Southern Company (SO) stake by 0.94% in Q2 2026, buying an estimated $7.25K and bringing the position to 8,296 shares worth $794K. The position accounts for 0.48% of the portfolio, ranked #58.

Vann Equity Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,322 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vann Equity Management held 8,296 shares of Southern Company worth $794K as of Q2 2026.
  • Vann Equity Management bought 77 Southern Company shares in Q2 2026, an estimated $7.25K.
  • Southern Company made up 0.48% of Vann Equity Management's portfolio in Q2 2026, its #58 holding.
  • Vann Equity Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.